Financial Planning

finan-planningFor clients requiring specific advice, we offer a bespoke financial planning service to assist our clients in a number of key areas, including:

  • Retirement planning
  • School fees planning
  • Tax efficient investments
  • Estate planning
  • Planning for high income earners
  • Protecting you and your family
  • Business protection
  • Employee/Director benefits
  • Trustee investment service

Our expertise

Our advisers have the expertise you need.  When it comes to helping you meet your financial goals, we’re with you every step of the way.  From an initial review, making recommendations, through to working alongside you and your professional advisers, we’ll implement your plan and monitor its progress on an ongoing basis.

Delaunay’s approach is pro-active, enabling us to identify and put into action any changes that may be required.

 

The Financial Conduct Authority does not regulate taxation and trust advice.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

© Delaunay Wealth Management Ltd 2015. All Rights Reserved